Episode 112: Talking x86 and Intel's Future With Intel Product CEO Michelle Johnston

Episode 112: Talking x86 and Intel's Future W...

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Ep 149: TSMC Q4 25 Earnings, OpenAI Needs more Compute and Monetization

In this episode of The Circuit, Ben Bajarin and Jay Goldberg discuss the launch of Ben's new publication, "The Diligent Stack." The duo then performs a deep dive into TSMC’s recent earnings, analyzing the risks of semiconductor cyclicality, the massive CapEx requirements for the ...  Show more

Ep 148: All the Happenings from CES 2026!

In this episode, Ben Bajarin and Jay Goldberg discuss the highlights from CES 2023, focusing on the significant advancements in robotics, AI infrastructure, and the competitive landscape among major tech companies like NVIDIA, AMD, and Intel. They explore the themes of modularity ...  Show more

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